Newsletter – April 2025

Our theme this month is diversification. Diversifying investments can mitigate risk by balancing the ups and downs of individual shares, and individual countries to reduce their impact on your entire portfolio. A diversified portfolio is more resilient because it’s designed to capture growth while providing relative security during market downturns.

Recent Bank Failures: Looking through the headlines to find perspective.

This month we unpack what a tariff is, and some of the ways we manage portfolios during uncertain times like this.

This month’s theme is the benefits of active management. Active management allows us to manage specific risks, adjust to market conditions, and uncover hidden investment opportunities. Dutch company ASML has been an exciting recent success story.

The Reserve Bank of New Zealand is getting tough on inflation. The relationship between interest rates and inflation and what this means for your investments.

Introducing our new Active Global manager, Intermede, and a taste of some of their investments.